-17.9%
USAR vs SUI
+0.2%
-18.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.8% | +5.2% | +4.3% |
| 7D | +0.8% | -2.4% | +3.2% | +0.7% |
| 30D | -30.1% | +3.3% | -33.4% | -30.2% |
| 3M | -56.3% | +0.7% | -57.0% | -56.3% |
| 6M | -68.6% | -4.1% | -64.4% | -68.5% |
| YTD | -30.5% | -1.8% | -28.7% | -30.6% |
| 1Y | -53.5% | -4.1% | -49.4% | -53.4% |
| 3Y | -19.3% | +17.4% | -36.7% | -19.3% |
| All | -17.9% | +0.2% | -18.2% | -17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling